Wealth Enhancement Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	78,077 +8,634	+12%	+$1.5M	0.02%	628
2026 Q1	$8.72M	Sell	69,443 -21,283	-23%	-$3.57M	0.02%	647
2025 Q4	$14.8M	Buy	90,726 +5,960	+7%	+$917K	0.02%	566
2025 Q3	$13.1M	Buy	84,766 +6,214	+8%	+$941K	0.02%	561
2025 Q2	$11.7M	Buy	78,552 +4,250	+6%	+$580K	0.02%	581
2025 Q1	$9.74M	Sell	74,302 -8,088	-10%	-$1.09M	0.02%	590
2024 Q4	$10.9M	Buy	82,390 +22,212	+37%	+$3.06M	0.02%	537
2024 Q3	$8.15M	Buy	60,178 +3,917	+7%	+$498K	0.02%	583
2024 Q2	$6.86M	Buy	56,261 +7,575	+16%	+$934K	0.02%	599
2024 Q1	$6.13M	Buy	48,686 +3,893	+9%	+$458K	0.02%	611
2023 Q4	$5.11M	Sell	44,793 -39,237	-47%	-$4.12M	0.01%	607
2023 Q3	$8.52M	Buy	84,030 +80,866	+2,556%	+$8.66M	0.03%	442
2023 Q2	$340K	Sell	3,164 -3,141	-50%	-$316K	﹤0.01%	409
2023 Q1	$638K	Sell	6,305 -377	-6%	-$37.9K	0.01%	365
2022 Q4	$669K	Sell	6,682 -41	-0.6%	-$3.9K	0.01%	257
2022 Q3	$573K	Buy	6,723 +680	+11%	+$62.6K	0.01%	271
2022 Q2	$531K	Buy	6,043 +940	+18%	+$88.6K	0.01%	276
2022 Q1	$521K	Sell	5,103 -24	-0.5%	-$2.44K	0.01%	271
2021 Q4	$517K	Sell	5,127 -338	-6%	-$35.1K	0.01%	253
2021 Q3	$570K	Buy	5,465 +1,631	+43%	+$168K	0.01%	246
2021 Q2	$394K	Buy	3,834 +465	+14%	+$47.6K	0.01%	244
2021 Q1	$336K	Buy	+3,369	New	+$309K	0.01%	238

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's XLI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q2 2026, buying an estimated $1.5M and bringing the position to 78,077 shares worth $11.2M. The position accounts for 0.02% of the portfolio, ranked #628.

Wealth Enhancement Advisory Services first reported a position in XLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.8M in Q4 2025. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wealth Enhancement Advisory Services held 78,077 shares of State Street Industrial Select Sector SPDR ETF worth $11.2M as of Q2 2026.
Wealth Enhancement Advisory Services bought 8,634 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5M.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #628 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $14.8M in Q4 2025.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.